See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,485 | $183,519-39.8% | $155,509-29.0% | $145,922-24.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.53% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,067 | $5,313-79.9% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $4,623 | $6,462-28.5% | $5,626-17.8% | $6,688-30.9% |
| Admin fee / account holder | $138 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |